Defined Benefit (Pension) · DOL Form 5500 · 2023
Heartland Coca-Cola Bottling Company, LLC Pension Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 297
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $44,321
- Avg per participant Low balance/head
Official DOL plan name: Heartland Coca-Cola Bargaining Employees' Pension Plan · Sponsored by Heartland Coca-Cola Bottling Company, LLC · Kansas · Manufacturing
$13M in assets, 297 participants
Heartland Coca-Cola Bottling Company, LLC's Heartland Coca-Cola Bargaining Employees' Pension Plan reported $13M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 64th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #9,764 in Manufacturing (18,722 peers)
What the 2023 filing shows
Heartland Coca-Cola Bargaining Employees' Pension Plan holds $13M for 297 participants - about $44,321 per participant, above the median plan by assets.
- #9,764
- in Manufacturing (18,722 peers)
- -5.2%
- assets change YoY
The plan reported a net loss of $715K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heartland Coca-Cola Bargaining Employees' Pension Plan's mid-pack asset rank among Manufacturing and all filers
Heartland Coca-Cola Bargaining Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,163,360 Top 36% higher than 64% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Heartland Coca-Cola Bargaining Employees' Pension Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heartland Coca-Cola Bargaining Employees' Pension Plan sits mid-pack in the medium band (297 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heartland Coca-Cola Bargaining Employees' Pension Plan reported net income rose from -$1M in the plan year 2022 filing to -$715K in the plan year 2023 filing.
- Heartland Coca-Cola Bargaining Employees' Pension Plan reported participants fell from 349 in the plan year 2022 filing to 297 in the plan year 2023 filing.
- Heartland Coca-Cola Bargaining Employees' Pension Plan end-of-year assets fell from $14M in the plan year 2022 filing to $13M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 813590283 · Heartland Coca-Cola Bottling Company, LLC PY 2023 · Defined Benefit (Pension)
Heartland Coca-Cola Bargaining Employees' Pension Plan · $13M · 297 · 64th
- PCT $13M
- PCT 297
- PCT 64th
- PCT Defined Benefit (Pension)
- PCT near Caspari, Inc. Defined Benefit Pension Plan
- PCT ind #9764
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Kansas →
Heartland Coca-Cola Bargaining Employees' Pension Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$715K |
| Employer EIN | 813590283 |
| Plan Effective Date | 2017-02-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heartland Coca-Cola Bottling Company, LLC)
Sponsor-wide plan assets over time
All Heartland Coca-Cola Bottling Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 0.80962769028722% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 349 | $14M |
| 2023 | 1 | 297 | $13M |
| 2024 | 1 | 269 | $14M |
Nearby Defined Benefit (Pension) Plans in Kansas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Pension Plan $1.5B · 5,542
- Sprint Retirement Pension Plan $1.3B · 3,592
- Invista Pension Plan for Certain Grandfathered Employees $395M · N/A
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc. $288M · 502
- Roadway LLC Pension Plan $193M · 290
Heartland Coca-Cola Bargaining Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kansas, the nearest Defined Benefit (Pension) by assets is Caspari, Inc. Defined Benefit Pension Plan in CT ($13M); by covered participants it is Retirement Plan for the Employees of Museum Associates in CA (297 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (297 participants); asset peers above are excluded.
- Retirement Plan for the Employees of Museum Associates (CA) 297 · 0 off
- Banco Santander USA Offices Retirement Plan (NY) 297 · 0 off
- Columbia Bank Retirement Plan (NJ) 297 · 0 off
- Jacobs Consolidated Pension Plan (TX) 296 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.